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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Alphabet (GOOGL GOOG)
Omni Bridgeway (OBL/AX IMMFF)
Tom Gardner
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Kopin (KOPN)
Structure Therapeutics (GPCR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Nvidia (NVDA)
Pershing Square USA (PSUS)
Diageo (DEO)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Qurate Preferreds (QRTEP)
Danaher (DHR)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Boston Omaha (BOC)
W/R/ Berkley (WRB)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Friday File
Amazon (AMZN)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trade Note
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trump Media & Technology (DWAC SPAC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Tapestry (TPR)
Reddit (RDDT)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Trade Note
EQT (EQT)
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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The Trade Desk (TTD)
DoubleVerify (DV)
Criteo (CRTO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Arch Capital (ACGL)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Keysight (KEYS)
Africa Oil (AOI/TO AOIFF)
cryptocurrencies
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Atkore (ATKR)
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Symbotic (SYM)
Pershing Square USA (PSUS)
Lowe's (LOW)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Kinder Morgan (KMI)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Diageo (DEO)
Acacia Research (ACTG)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Markel (MKL)
Artificial Intelligence (A/I/)
AON (AON)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
WESCO (WCC)
Alphabet (GOOGL GOOG)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Alphabet (GOOGL GOOG)
Chris Mayer
Liberty Braves (BATRA BATRB BATRK)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Berkshire Hathaway (BRK/B)
DocuSign (DOCU)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Shopify (SHOP)
Friday File
Roku (ROKU)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
American Tower (AMT)
Alphabet (GOOGL GOOG)
Eisai (ESAIY ESALF 4523/T)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Trade Note
W/R/ Berkley (WRB)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Guest Articles
Chubb (CB)
Markel (MKL)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Berry Petroleum (BRY)
Friday File
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Exor (EXO/AS EXXRF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Mitek Systems (MITK)
Perimeter Solutions (PRM)
Guest Articles
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Dream Finders Homes (DFH)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
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